Selection of fund provider and implementation with/without bonds

For the standard strategies, you can define the desired fund provider and choose whether you prefer an implementation with or without bonds. You can make an adjustment as follows:

1. Log in and click on the desired portfolio:

2. Then click on the strategy tile:

3. Select the ” Adjust strategy” button and choose the existing/desired investment focus:

4. On the strategy selection screen, click on “Details and adjustments” at the bottom:

5. At the top of the details screen, define whether you want an implementation with or without bonds (since March 2023, we recommend an implementation with bonds due to increased interest rates) and select the fund provider. Click on “Save” and then on “Next”. Finally, confirm the adjustment with the code received by SMS.